美股好似一步步好轉中

 

都係看圖識字, 應該好快股價是否升穿50天線, 再希望升穿200天線, 再等50天線升穿200天線, 進入返第二階段, 係咪一切都咁順利, 現是特價買股咁著數? 無人知, 又係回歸基本, 睇下啲大股業績係咪配合到。

之前個堆新聞又突然之間消失晒, 無人講。

https://x.com/PeterMallouk/status/1917239200102879305

(off topic) 利物浦再奪英超冠軍 2024/25

係唔太俾錢買人, 限米煮下熟飯之下贏多次英超, 都真係好叻仔

我唸下季唔再買人, 或者無新人可以接班都真係幾大穫。

奪命金, 真係慢慢強迫奪命既金

 

十幾年前都講左你知答案, 不過有啲野叫做無得揀, 就傻仔當傻仔做咁解姐。。。

Time will tell 既朋友

Man invests $1.2m in Berkshire Hathaway stock at $2,000/sh which is now worth over $450,000,000+ today

The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting.

Nothing else comes remotely close. pic.twitter.com/2DxQOLhRJa

— Lazy Canadian Investor (@JimChuong) April 22, 2025

 

美股大跌後的部署

二日大跌後, 究竟應該係趁低吸納, 定係再等低位入?

每次情況都係唔同, 估底無意義, 但如果開始有訊號見左底再開始回升先再增大注碼也不是一件壞事 (例如升穿50天線, 200天線之類作為參考)

https://x.com/charliebilello/status/1908557863473021368

https://x.com/charliebilello/status/1908546110190199146

NVDA 預期收入持續上升

News:

Nvidia CEO Predicts AI Spending Will Increase 300%+ in 3 Years

https://io-fund.com/semiconductors/data-center/nvidia-ceo-predicts-ai-spending-will-increase-300-percent-in-3-years

收入提升 -> 純利提升 -> 股份回購 -> 股價持續上升

除了蘋果及微軟之外的一間很好的公司, 不過近日50天線穿左200天線, 沒有這個「勢」就可能分注入就心理壓力無咁大。

NVDA net profit margin

https://x.com/charliebilello/status/1898425451753644251

APPLE SERVICES 收入一年大約超過一千億美元, gross profit ~74%

https://www.statista.com/chart/33869/apple-gross-profit-margin/

//Profitability margins for services, which includes the likes of Apple Music, the App Store, Apple Care and iCloud as well as licensing, are higher, hitting 74 percent in 2024, according to company documents. This was up 10 percentage points in five years. //